MANDEL FINANCIAL SERVICES
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 318124
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.52%
- Individuals8.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mandel Financial Services is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee model combines asset-based fees and fixed fees. Mandel Financial Services does not identify as an active ESG investor and is not positioned as a multi-state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- State & Local Bonds10%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1Timothy Mandel
Managing Member And Chief Compliance OfficerCRD 7224891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 431 Ohio Pike
- Time zone
- ET (UTC-5)
- Office locations
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